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Digilogue: The convergence of digital and analog marketing

Anders Sorman-Nilsson 0.0

Join Sorman-Nilsson as he provides you with a one-page, tailored digilogue strategy map to implement in your unique business, a strategic understanding of the constantly shifting digital landscape, and concrete, practical knowledge on how to market your thought leadership expertise.

0:11:57

Approaches to long-term care

Timothy Clairmont 0.0

Clairmont shares a unique presentation technique he uses with clients to get them to see the value of life insurance.

The aftermath of regulatory change

Liz DeCarlo 0.0

Two MDRT members explain how their businesses are thriving in the aftermath of regulatory change in the United Kingdom.

0:12:56

Utilizing your TEAM in client meetings

Susan M. Ellis, CFP 0.0

Establishing a successful "team partnership" for your client meetings will result in a symbiotic relationship that feeds on each others' strengths and brilliance.

UAE boasts a diverse market

Scott Rogers 0.0

Members in the UAE sift through a wide range of clients.

0:10:38

Navigating clients' emotions

Paula C. Brancato, MBA, CFP; Jeanmarie Elizabeth Kricher 5.0

Clients' emotional decision making can be challenging. Paula C. Brancato, MBA, CFP, and Jeanmarie Elizabeth Kricher share how they've learned to determine what their clients really want and build trusting relationships with them. <br> <br> Subscribe to the MDRT Podcast on SoundCloud or iTunes. <br> <br> The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2016 Million Dollar Round Table.

Review leads to revamp

Liz DeCarlo 0.0

A review of life insurance policies turns up major problems that an MDRT member must solve.

The actual secret to soft selling in a virtual world

Colin Parkin 0.0

Parkin discusses how to thrive in a virtual office environment running night school classes for clients, liability audit and company will. The seven-year Top of the Table member uses sales ideas built on the backs of these practices and provides ideas you can implement in your practice immediately, boosting your production level and making you more virtually savvy. Learn how to go from a basic to sophisticated investor in no time.

0:17:02

Tell your life where to go

Vicki Writer 5.0

Vicki Writer is an international speaker, author and coach in the areas of peak performance and sales best practices, and she is passionate about the development of human potential. Writer believes everyone has a significant amount of untapped potential within themselves. To flourish in life, we need to find ways to tap this potential and achieve our goals. Writer is well-known for assisting organizations in the area of sales and business growth. She is the founder of The 360° Solution, a leading authority in financial services, and is considered one of Australia’s best referral coaches.

0:18:20

It’s not about the money

Mary Fenwick 0.0

After her husband’s unexpected death, Mary Fenwick found that money was tied up with too much emotion. That was when her agent stepped up to help her and her family. Fenwick will share her story to illustrate why the role of an agent is not just about the transaction of selling a product, it’s about building a relationship over time. Selling a life insurance policy is one thing, but helping sort out the mess when there’s been an unexpected death is what is truly important. Fenwick is an advice columnist for Psychologies magazine, and she draws on her own experiences to help people acquire the skills needed to build enduring and genuine relationships.

Support role

Tamami Okuyama 0.0

Otsuka found success by first helping others fulfill their dreams.

0:19:05

An unexpected journey

Adelia Chung, CLU, ChFC, and Spencer Dung 0.0

Adelia Chung has been in the financial services business for more than 30 years. She was the first female MDRT President, serving in 2005, and currently is a Top of the Table member. Her son, Spencer Dung, is following in her footsteps, albeit along his own path. He attended the University of California, San Diego, where he received his bachelor’s in economics, and is currently an assistant vice president of Foresters Financial. This dynamic mother-son team has an amazing amount of applicable information to share. They will show you that while times have changed, the fundamentals of the business have remained the same, and there really are basic transferrable principles for success.

0:02:43

How to get through tough times: MDRT Past President series

Jack B. Turner, CLU, ChFC 5.0

Thrive despite difficulties. Advice on how to conquer adversity, from 1983 MDRT President Jack Turner.

Billions for charity

Bruce Etherington 0.0

If you're looking to expand or diversify your services, a charitable or philanthropic line of business can be extremely successful and rewarding. Etherington shows how he maximizes his clients' abilities to contribute to their favorite causes, enabling them to give more than they thought they could and leave even more when they die.

0:13:01

Life after regulation in the UK

Ian Green, Dip PFS 0.0

In the U.K., commission disclosure in the 1990s was just the start of two decades of profession-changing regulation. Green shares how his career has changed, and a positive perspective about what he's gained.

5 steps to working through regulatory change

Liz DeCarlo 0.0

MDRT members from around the globe who have already encountered regulatory change shared their ideas for not only surviving but thriving in a new world. Here are their five steps for working through regulatory change.